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Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 1 -50.00%
of those in investment advisory functions 1
Registration Indiana, Terminated, 07/14/2015
Other registrations (2)
AUM* 671,106,167 53.22%
of that, discretionary 671,106,167 53.22%
Private Fund GAV* 415,424,860 25.87%
Avg Account Size 2,561,474 57.90%
% High Net Worth 64.23% 0.84%
SMA’s Yes
Private Funds 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

438M 375M 313M 250M 188M 125M 63M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$415,424,860

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Brochure Summary